Bruce G. Allen Investments’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.9K | Sell |
468
-4
| -0.8% | -$272 | 0.02% | 325 |
|
|
2025
Q1 | $33.4K | Hold |
472
| – | – | 0.03% | 309 |
|
|
2024
Q4 | $31.9K | Sell |
472
-5
| -1% | -$338 | 0.03% | 321 |
|
|
2024
Q3 | $31.1K | Buy |
477
+12
| +3% | +$784 | 0.02% | 331 |
|
|
2024
Q2 | $24.8K | Sell |
465
-202
| -30% | -$10.8K | 0.02% | 350 |
|
|
2024
Q1 | $35.9K | Sell |
667
-2,410
| -78% | -$130K | 0.03% | 296 |
|
|
2023
Q4 | $190K | Buy |
+3,077
| New | +$190K | 0.17% | 77 |
|